Zoho CRM – How to Customize your Homepage Dashboard
Zoho Workerly Beginner’s Guide
This guide by Zoho gives a beginner’s look at Zoho Workerly. Looking to streamline your temp staffing agency? Well, this is the first step in the right direction to automate your agency. Zoho Workerly is a platform built for temporary staffing agencies to help streamline their job scheduling processes. Recruiters can manage their client and […]
Zoho CRM Blueprint Handbook
How to Convert a Lead Inside Zoho CRM
How to Backup Your Zoho CRM
Simplifying Team File Management with Zoho WorkDrive
If you’re like a lot of small businesses, you have a file management system that works okay. But it’s probably not flexible, easy to use, or entirely reliable. That can get in the way of you and your team’s productivity, and it’s a barrier to accomplishment that you don’t need. Zoho WorkDrive offers a modern and flexible […]
Zoho Campaigns Roles and Privileges
This guide by Zoho gives an in-depth look at Zoho Campaigns Roles and Privileges. In this module, common Campaign roles and privileges are covered. As a marketer, one of the multiple factors to consider while working with marketing automation software is data access. Data, such as user management, password controls, and more can be sensitive […]
Zoho Vault End-user Guide
Zoho Social Full Product Tutorial – 2020
This Webinar covers some essential core features of Zoho Social and how to implement them. Here are the key timestamps from the Webinar to skip ahead: 0:28 Agenda 3:30 Zoho Social Overview 15:58 Setting Up Social Media Channels 18:27 Creating & Scheduling a Post 24:23 Audience Engagement 29:00 Q&A Not finding what you are looking […]
Zoho CRM Organization Settings
This guide by Zoho gives an in-depth look at Zoho CRM Organization Settings. In this module, common CRM operations and types of operations are covered. “By setting up a Zoho CRM account for your organization, you are just stepping into your role as a Zoho administrator. You need to perform some tasks on a daily […]
